Is Equity Risk Scarier Than Interest Rate Risk in Fixed Income?
The biggest risk in bond portfolios isn't interest rates, two experts say; it's the extra equity risk taken on by investors seeking income.
3 Ways to Become a ‘Techno-Advisor’
Clients are embracing tools like video conferencing, online scheduling and digital estate planning — and so should advisors.
UBS Americas Cites Higher Regulatory Costs for Q2 Wealth Profit Drop
Yearly fees and commissions per advisor top rivals at $1.12 million; average assets per rep stand at $150 million.
Wealthy Americans Spend $13,000 a Year on Vacations: BMO Survey
Many affluent Americans will go on as many as six vacations a year, a BMO survey finds.
Top 10 Mutual Fund Firms Most Trusted by Advisors: Cogent
An advisor’s trust in an asset manager has the biggest impact on whether they will invest with that company, a Cogent study finds.
Workers Rely on 401(k) Providers for Retirement Advice: Cerulli
As retirement plan participants age, they rely less on family and friends for advice and more on financial advisors and planners.
For 3 Financial Planning Students, Here’s What the Industry Looks Like
Three TDAI scholarship winners discuss why they want to be planners and their potential impact on a graying industry.
‘Time of Abundance’ for RIAs: Schwab
RIAs are thriving, and it's not just because of the bull market, Schwab's Jon Beatty says.
5 Ways Advisors Can Win Affluent Millennials’ Affection: LinkedIn
A new study from LinkedIn examines what affluent millennials are looking for in a financial advisor.
U.S. Investors Prefer Active Management to Navigate Volatility: MFS
Nearly three-quarters of U.S. professional investors look to active managers for capital protection.